Capita Financial Network, LLC
● SEC registered since 2018CRD 290558SEC# 801-112411Draper, UT
Reg. AUM
$2.32B
Employees
59
Accounts
7,042
Location
Draper, UT
Capita Financial Network, LLC assets under management
Capita Financial Network, LLC operates as an SEC-registered investment adviser based in Draper, UT. The firm has been registered since 2018. It reports $2.3 billion in regulatory assets under management and employs 59 people.
Capita Financial Network, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Capita Holdings, LLC Control | Member | Over 75% | 2017 |
| Cassandra Cosslett Myers Control | Chief Operations Officer | Under 5% | 2017 |
| Michael Booth Littledike Control | Elected Manager And Chief Executive Officer | Under 5% | 2017 |
| Scott Alfred Watko Control | Chief Compliance Officer | Under 5% | 2022 |
| Zaccary Spencer Call Control | President And Secretary | Under 5% | 2017 |
| Britney Littledike Control | Managing Member | 50-75% | 2006 |
| Mbl Financial LLC Control | Member | 50-75% | 2017 |
| Michael Booth Littledike Control | Managing Member | 50-75% | 2006 |
| Michael Booth Littledike Control | Elected Manager | — | 2017 |
Frequently asked questions
How much does Capita Financial Network, LLC manage?
Capita Financial Network, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Capita Financial Network, LLC have?
Capita Financial Network, LLC reports 59 employees.
Where is Capita Financial Network, LLC located?
Capita Financial Network, LLC is based in Draper, UT and has been SEC-registered since 2018.
Does Capita Financial Network, LLC disclose fund performance?
Capita Financial Network, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14658 S. Bangerter Pkwy, Ste 300, Draper, UT 84020 |
| Phone | 801-566-5058 |
| Fax | 801-566-5058 |
| Office hours | 9:00 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.32B▲ 59%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,306 advisers
EmployeesTop 11%
More than 89% of 16,824 advisers
Assets under management
$2.32Bregulatory AUM
Discretionary $2.32B